Private Wealth Associate — Client Growth & Strategy

Imea; Chicago (IL); On-site; USD 68,000 - 73,000; Full time

Job summary

Bernstein Private Wealth Management seeks Associates to collaborate with senior professionals and Financial Advisors, building client relationships and delivering portfolio analysis and wealth planning support for high-net-worth clients.

The Associate Development Program provides structured training in investments, trusts, wealth planning, and client service excellence, with clear career paths across leadership, wealth strategies, and advisor-in-wost opportunities.

Qualifications

• Strong analytical and communication skills (written and verbal).
• Accomplished team players who thrive in a rigorous environment.
• Client-focused and detail-oriented with multitasking ability under pressure.
• Bachelor’s degree with excellent academics and strong leadership.
• Proficiency in Word and Excel is required.

Responsibilities

• Collaborate with senior professionals to fuel career success.
• Partner with Financial Advisors to build business and provide service functions.
• Build relationships with clients and prospects to support servicing needs.
• Provide world-class customer service and support.

Skills

Analytical skills

Communication skills

Team player

Bachelor's degree

Word and Excel

Education

Bachelor's degree

Tools

Word

Excel

Job description

Bernstein Private Wealth Management seeks Associates to collaborate with senior professionals and Financial Advisors, building client relationships and delivering portfolio analysis and wealth planning support for high-net-worth clients.

The Associate Development Program provides structured training in investments, trusts, wealth planning, and client service excellence, with clear career paths across leadership, wealth strategies, and advisor-in-wost opportunities.